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Advice for your family business and business families

Insights to help you make the most of your family business throughout every stage of its lifecycle


Your business needs are becoming more complex. Here are insights you might find useful.

  • How a family office can help you build wealth

    You’ve worked hard to build wealth for your family. Using a family office can help you educate the next generation and build a comprehensive strategy that will last for generations to come.

  • Who will your executor be? Making the right choice

    Who will be responsible for executing your will after your death? Here’s what you need to know before choosing a family member, friend, or a corporate trustee.

  • Rewarding and retaining employees with employee-share-ownership or profit-sharing plans

    Create deeper ties between staff and the business while rewarding your key employees with innovative approaches to business.

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Take the ExitSMART™ Assessment

Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.